feat(companies): add CSV import feature

apps/api/src/companies/companies.contracts.ts

@@ -241,6 +241,31 @@ export const companyBulkResultOutput = z.object({
 	message: z.string().nullable(),
 });
 
+export const companyImportRowInput = z.object({
+	name: z.string(),
+	phone: z.string().optional(),
+	city: z.string().optional(),
+	stateCode: z.string().optional(),
+	industry: z.string().optional(),
+	subIndustry: z.string().optional(),
+	website: z.string().optional(),
+	description: z.string().optional(),
+});
+
+export type CompanyImportRowInput = z.infer<typeof companyImportRowInput>;
+
+export const companyImportInput = z.object({
+	rows: z.array(companyImportRowInput).min(1).max(5000),
+});
+
+export type CompanyImportInput = z.infer<typeof companyImportInput>;
+
+export const companyImportOutput = z.object({
+	created: z.number(),
+	skipped: z.number(),
+	skips: z.array(z.object({ row: z.number(), reason: z.string() })),
+});
+
 export const companyEnrichOutput = z.object({
 	id: z.string(),
 	queued: z.boolean(),

apps/api/src/companies/companies.router.ts

@@ -20,6 +20,8 @@ import {
 	companyDetailOutput,
 	companyEnrichOutput,
 	companyIdInput,
+	companyImportInput,
+	companyImportOutput,
 	companyListInput,
 	companyListOutput,
 	companyOptionOutput,
@@ -186,4 +188,13 @@ export class CompaniesRouter {
 	) {
 		return this.companies.setPrimaryContact(input.companyId, input.contactId);
 	}
+
+	@Mutation({
+		input: companyImportInput,
+		output: companyImportOutput,
+		meta: restMeta("POST", "/companies/import", ["Companies"]),
+	})
+	async import(@Input() input: z.infer<typeof companyImportInput>) {
+		return this.companies.import(input);
+	}
 }

apps/api/src/companies/companies.service.ts

@@ -1,9 +1,9 @@
 import {
 	type Db,
-	type EnrichmentStatus,
+	EnrichmentStatus,
 	type Prisma,
 	Prisma as PrismaNamespace,
-	type RecordSource,
+	RecordSource,
 } from "@crm/db";
 import { OPEN_DEAL_STAGES } from "@crm/db/deal-stage";
 import type { FieldDefinitionWithOptions } from "@crm/db/fields";
@@ -41,6 +41,7 @@ import {
 import type {
 	CompanyBulkOwnerInput,
 	CompanyCreateInput,
+	CompanyImportInput,
 	CompanyListInput,
 	CompanyRow,
 	CompanyUpdateInput,
@@ -720,6 +721,43 @@ export class CompaniesService {
 		};
 	}
 
+	async import(input: CompanyImportInput) {
+		const toCreate: Prisma.CompanyCreateManyInput[] = [];
+		const skips: { row: number; reason: string }[] = [];
+
+		for (const [i, row] of input.rows.entries()) {
+			const name = row.name.trim();
+			if (!name) {
+				skips.push({ row: i + 1, reason: "No name" });
+				continue;
+			}
+			toCreate.push({
+				name,
+				phone: row.phone?.trim() || null,
+				city: row.city?.trim() || null,
+				stateCode: row.stateCode?.trim() || null,
+				industry: row.industry?.trim() || null,
+				subIndustry: row.subIndustry?.trim() || null,
+				website: row.website?.trim() || null,
+				description: row.description?.trim() || null,
+				source: RecordSource.IMPORT,
+				enrichmentStatus: EnrichmentStatus.SKIPPED,
+			});
+		}
+
+		if (toCreate.length > 0) {
+			await this.db.company.createMany({ data: toCreate });
+		}
+
+		this.logger.log({
+			message: "Companies imported",
+			created: toCreate.length,
+			skipped: skips.length,
+		});
+
+		return { created: toCreate.length, skipped: skips.length, skips };
+	}
+
 	private translate(cause: unknown, id: string): never {
 		if (cause instanceof PrismaNamespace.PrismaClientKnownRequestError) {
 			if (cause.code === "P2025") {

apps/api/src/generated/server.ts

@@ -16,7 +16,7 @@ const publicProcedure = t.procedure;
 import { timelineInput, timelineOutput, timelineCountsInput, timelineCountsOutput, myTasksInput, myTasksOutput, activityCreateInput, activityCreateOutput, completeInput, completeOutput } from "../activities/activities.contracts";
 import { agentListOutput, agentReviseInput, agentReviseOutput, agentIdInput, agentFilesOutput, agentSaveFileInput, agentSaveFileOutput, agentByIdOutput, agentHistoryInput, agentHistoryOutput, agentActivityOutput, agentUpdateInput, agentUpdateOutput, agentDeployInput, agentDeployOutput, agentPauseOutput, agentResumeOutput, agentArchiveOutput, agentRestoreOutput, agentRemoveOutput, agentRunNowInput, agentRunNowOutput, agentRetryRunInput, agentRetryRunOutput, agentCancelRunInput, agentCancelRunOutput } from "../agent/agents.contracts";
 import { apiKeyListInput, apiKeyListOutput, createApiKeyInput, createApiKeyOutput, revokeApiKeyInput, revokeApiKeyOutput } from "../api-keys/api-keys.contracts";
-import { companyListInput, companyListOutput, companyIdInput, companyDetailOutput, companyOptionsInput, companyOptionOutput, companyCreateInput, companySummaryOutput, companyUpdateArgs, companyArchiveResultOutput, companyBulkOwnerInput, companyBulkResultOutput, companyBulkInput, companyEnrichOutput, companyResearchOutput, setPrimaryContactInput, companySetPrimaryContactOutput } from "../companies/companies.contracts";
+import { companyListInput, companyListOutput, companyIdInput, companyDetailOutput, companyOptionsInput, companyOptionOutput, companyCreateInput, companySummaryOutput, companyUpdateArgs, companyArchiveResultOutput, companyBulkOwnerInput, companyBulkResultOutput, companyBulkInput, companyEnrichOutput, companyResearchOutput, setPrimaryContactInput, companySetPrimaryContactOutput, companyImportInput, companyImportOutput } from "../companies/companies.contracts";
 import { contactListInput, contactListOutput, contactIdInput, contactByIdOutput, contactCreateInput, contactBasicOutput, contactUpdateArgs, contactNameOutput, contactEnrichOutput, contactBulkOwnerInput, bulkResultOutput, contactBulkCompanyInput, contactBulkInput, factDecisionInput, decideFactOutput } from "../contacts/contacts.contracts";
 import { conversationListInput, conversationListOutput, builderListOutput, builderResourceSearchInput, builderResourcesOutput, conversationIdInput, builderConversationDetailOutput, conversationEventsInput, conversationEventsOutput, conversationSaveInput, conversationIdOutput, builderConversationCreateInput, builderConversationSubmitInput, builderQuestionResponseInput, builderResponseRatingInput, builderResponseRatingOutput, conversationShareStatusOutput, conversationShareTokenOutput, sharedConversationInput, sharedConversationOutput } from "../conversations/conversations.contracts";
 import { currencySettingsOutput, setReportingCurrencyInput, setManualRateInput, removeManualRateInput } from "../currency/currency.contracts";
@@ -204,6 +204,10 @@ const appRouter = t.router({
     setPrimaryContact: publicProcedure
       .input(setPrimaryContactInput)
       .output(companySetPrimaryContactOutput)
+      .mutation(async () => "PLACEHOLDER_DO_NOT_REMOVE" as any),
+    import: publicProcedure
+      .input(companyImportInput)
+      .output(companyImportOutput)
       .mutation(async () => "PLACEHOLDER_DO_NOT_REMOVE" as any)
     }),
   contacts: t.router({

apps/app/app/(app)/[slug]/companies/import-companies-link.tsx

@@ -0,0 +1,19 @@
+"use client";
+
+import Upload from "@carbon/icons-react/es/Upload";
+import { Button } from "@crm/ui/components/button";
+import { Icon } from "@crm/ui/components/icon";
+import Link from "next/link";
+import { useWorkspaceUrl } from "@/lib/use-workspace-url";
+
+export function ImportCompaniesLink() {
+	const workspaceUrl = useWorkspaceUrl();
+	return (
+		<Button asChild variant="outline">
+			<Link href={workspaceUrl("/companies/import")}>
+				<Icon icon={Upload} data-icon="inline-start" />
+				Import CSV
+			</Link>
+		</Button>
+	);
+}

apps/app/app/(app)/[slug]/companies/import/csv-parse.ts

@@ -0,0 +1,74 @@
+export type ParsedCsv = { headers: string[]; rows: string[][] };
+
+export function parseCsv(text: string): ParsedCsv {
+	const normalized = text.replace(/\r\n/g, "\n").replace(/\r/g, "\n");
+	const records = parseRecords(normalized);
+	const [first, ...rest] = records;
+	if (!first) return { headers: [], rows: [] };
+	return { headers: first, rows: rest.filter((r) => r.some(Boolean)) };
+}
+
+function parseRecords(text: string): string[][] {
+	const records: string[][] = [];
+	let pos = 0;
+
+	while (pos <= text.length) {
+		const [fields, next] = parseRecord(text, pos);
+		records.push(fields);
+		pos = next;
+		if (pos >= text.length) break;
+		pos++;
+	}
+
+	return records;
+}
+
+function parseRecord(text: string, start: number): [string[], number] {
+	const fields: string[] = [];
+	let pos = start;
+
+	while (pos <= text.length) {
+		const [field, next] = parseField(text, pos);
+		fields.push(field);
+		pos = next;
+		if (pos >= text.length || text[pos] === "\n") break;
+		pos++;
+	}
+
+	return [fields, pos];
+}
+
+function parseField(text: string, start: number): [string, number] {
+	if (text[start] !== '"') {
+		const end = findUnquotedEnd(text, start);
+		return [text.slice(start, end), end];
+	}
+
+	let value = "";
+	let pos = start + 1;
+
+	while (pos < text.length) {
+		if (text[pos] === '"') {
+			if (text[pos + 1] === '"') {
+				value += '"';
+				pos += 2;
+			} else {
+				pos++;
+				break;
+			}
+		} else {
+			value += text[pos];
+			pos++;
+		}
+	}
+
+	return [value, pos];
+}
+
+function findUnquotedEnd(text: string, start: number): number {
+	let pos = start;
+	while (pos < text.length && text[pos] !== "," && text[pos] !== "\n") {
+		pos++;
+	}
+	return pos;
+}